BlackRock LifePath Index 2065 Fund (LIWPX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LIWPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIWPX
LIWPX charges 0.35% annually. There are 283 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIWPX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LIWPX vs JIEHX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LIWPX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LIWPX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LIWPX vs LTRIX |
Best Risk-Adjusted Alternatives to LIWPX
LIWPX has a PortfoliosLab risk / return rank of 55. There are 487 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | LIWPX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | LIWPX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | LIWPX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | LIWPX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LIWPX vs FRAMX |
Top Performing LIWPX Alternatives (YTD)
LIWPX is at 10.17% YTD. There are 136 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LIWPX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LIWPX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LIWPX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LIWPX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | LIWPX vs FFSZX |
Lowest Volatility Alternatives to LIWPX
LIWPX has 13.51% 1-year volatility. There are 566 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | LIWPX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | LIWPX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | LIWPX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | LIWPX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.34% | — | Aug 2007 | LIWPX vs FRIMX |
Lowest Drawdown Alternatives to LIWPX
LIWPX has a 1-year max drawdown of -9.57%. There are 568 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | LIWPX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LIWPX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIWPX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LIWPX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LIWPX vs FRKMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 35 | 11.91% | — | Sep 2021 | LIWPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | LIWPX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | LIWPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | LIWPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | LIWPX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | LIWPX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | LIWPX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | LIWPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | LIWPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | LIWPX vs FAMRX |
Often Compared With LIWPX
Investors most often compare LIWPX with SPY, VTI, FXAIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare LIWPX with Any Fund or Stock
Compare LIWPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIWPX with funds that move differently
BlackRock LifePath Index 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIWPX.
Explore LIWPX Diversifiers